Scott Schill has been an investment adviser representative at S. R. Schill & Associates since January 2023, and is not listed among the firm’s executive officers or direct owners. Scott Schill studied University of California at Berkeley. Scott Schill studied at George Washington University Law School.
S. R. Schill & Associates, Inc. is a Mercer Island, WA firm with $143M under management, 195 clients and 3 advisers in one office, as of its March 2026 filing.
Scott Schill is Director, Longevity Law and Planning at S. R. Schill & Associates. Before joining the firm, he served as Chief Legal Officer of AgingOptions and as a partner at Life Point Law. Earlier, his practice focused on complex commercial litigation at Yarmuth Wilsdon Calfo PLLC and Perkins Coie LLP in Seattle.
Scott Schill’s longest registration was 5 years at Quantum Asset Management (1999–2005). Before joining S. R. Schill & Associates in 2023, Scott Schill was registered through Quantum Asset Management.
- – present · 3 yearsMercer Island, WA · Adviser representative · Firm CRD 105864
- Quantum Asset Management– · 5 yearsMercer Island, WA · Adviser representative · Firm CRD 108179
Investment adviser representative registrations
Scott Schill is registered as an investment adviser representative in Washington, since January 2023.
- WashingtonSince 1 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2022 |
| Series 7 | General Securities Representative Examination | 25 March 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Scott Jason Schill
- CRD
- 3210626
- Firm
- S. R. Schill & Associates · CRD 105864
- Office
- 2448 - 76TH AVE SE, SUITE 107, Mercer Island, WA 98040
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- srschill.com
Where does Scott Schill work?
Scott Schill is an investment adviser representative registered through S. R. Schill & Associates, Inc. since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Scott Schill a financial advisor?
Yes. Scott Schill has a current investment-adviser registration in Washington, through S. R. Schill & Associates since January 2023.
How many years of experience does Scott Schill have?
Scott Schill has 9 years in the financial industry, since July 2017, across 2 adviser firms.
What exams has Scott Schill passed?
Scott Schill has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in March 1999.
Where did Scott Schill work before S. R. Schill & Associates?
Before S. R. Schill & Associates, Scott Schill was registered through Quantum Asset Management, August 1999 to January 2005.
Where is Scott Schill based?
Scott Schill’s registered office is in Mercer Island, WA.
Is Scott Schill registered with FINRA?
No. Scott Schill has no current broker registration.
How can I verify Scott Schill’s record?
Search CRD 3210626 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Schill’s full registration record.
